Carrier market share
Premium dollars by Schedule A carrier
100%top
- AETNA LIFE INSURANCE COMPANY100%
- BLUE CROSS OF CALIFORNIA0%
- DEARBORN LIFE INSURANCE COMPANY0%
Sponsor portfolio
WAREHOUSE DIRECT, INC.
EIN 36-3036801Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$11K premiums
Participants
442
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11K premiums / 164 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
61%top
- HUB INTERNATIONAL MIDWEST LIMITED61%
- GALLAGHER BENEFIT SERVICES, INC.39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$19.8M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WAREHOUSE DIRECT WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$11K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAREHOUSE DIRECT INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $19.8M | 372 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WAREHOUSE DIRECT WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $11K | 164 | 2025 |
Retirement plans
Welfare plans